Privacy Policy Overview

This policy outlines how we handle personal data in compliance with applicable laws.

Effective Date
As stated in this policy
Scope
All users of our services
Questions?
01

Data Collection Practices

We may collect personal information such as names, contact details, and financial data necessary for tax return processing.

The categories of data collected depend on how users interact with our services.
02

Sources of Data Collection

Information is collected when users register, submit forms, or engage with our online tools.

Data is received directly from users or generated through service interactions.
03

Types of Cookies Used

We use essential cookies for functionality and analytical cookies for performance improvement.

Cookies vary by purpose and may be session-based or persistent.
04

Cookie Management

Cookies help enhance user experience and can be managed through browser settings.

Users may adjust cookie preferences through browser settings at any time.

Contact Information

Phone
+44 131 128 1200
Address
61 Inglewood Grove, Sutton Coldfield, Birmingham, B74 3LN
General inquiries
User Rights

User Rights

Users have rights regarding their personal data, including access, correction, and deletion.

Rights may be subject to legal limitations in certain circumstances.
Requests

Rights Requests

Requests for data access or deletion can be submitted through our designated channels.

We respond to verified rights requests within the timeframe required by law.
Data Retention

Data Retention Policy

We retain personal data only as long as necessary to fulfill the purposes outlined in this policy.

Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates

Policy Updates

We will notify users of significant changes to this policy via email or through our website.

Material changes to this policy are communicated through appropriate channels.
Purpose of use

Purposes of Data Processing

Personal data is used for tax return processing, customer support, and compliance with legal obligations.

Processing is limited to the purposes described in this policy.
Third-party sharing

Data Sharing with Partners

We may share personal data with service providers who assist in our operations under strict confidentiality.

Third parties receiving data are bound by confidentiality obligations.